Intake + consent forms

Intake before the visit, not on a clipboard at the door.

Build the form once, attach it to the service, and Flowesce emails the client a link to fill it out the moment they book. Their answers land on the appointment card before they walk in.

Useful if you do colour with allergens, lashes, brows, microblading, injectables, facial peels, or anything that needs a medical history or a photo release.

A

Adele K.

Hydrating facial · 60 min

Medical intake

Full name

Date of birth

On Accutane or retinoids?

Known skin allergies

Last facial treatment

Treatment type

Signature

Clients fill this before they walk in, not at the door.

Live preview

01/

Six kinds of questions and three ready-to-use templates.

Pick from short answer, paragraph, dropdown, yes/no, checkbox, and date. Add questions one at a time from a clean panel. No drag-and-drop builder to learn. Three templates are included so you have something to edit instead of a blank page: general intake, medical history and allergies, and photo and treatment consent.

Field types

Click to add

Available fields

Your form

Text

Yes / No

Date

  • Short and long answers.

    Single-line answers for name or occupation. Paragraph answers for skin history or a medication list.

  • A dropdown for fixed choices.

    Give clients a set list of options when you want consistent answers across everyone.

  • Yes/no and checkbox for allergies and consents.

    Ask whether they are pregnant or on Accutane. Confirm they have read and agree to the photo policy.

  • Date for last visit or date of birth.

    Ask for the date of their last facial, last lash fill, or date of birth for age-restricted services.

02/

The client types their name as a signature.

Any form that needs a signature shows a clear disclaimer before the name field: the client reads the consent text, then types their name to agree. The name, the exact text they agreed to, and a timestamp are all saved on the submission. Three starter templates give you a general intake, a medical history and allergies form, and a photo and treatment consent form to start from.

Start from a template

3 included

General intake

  • Name
  • Date of birth
  • Medical conditions
  • Medications
Use template

Medical history & allergies

  • Known allergies
  • Skin conditions
  • On Accutane / retinoids?
  • Pregnancy status
Use template

Photo + treatment consent

  • I consent to photos
  • I understand treatment risks
  • Emergency contact
  • Signature
Use template

Hover to preview the "Use template" action. Pick one and edit instead of starting blank.

03/

Attach a form to a service. Flowesce takes it from there.

On any service page, pick the forms a client needs to fill before that appointment. When the service is booked, whether online, at the front desk, or as part of a bundle, a private link goes out by email automatically. The appointment detail card shows where each form stands: Sent, Opened, Completed, or Filled in person.

Forms attached to service

Toggle to attach

Hydrating facial

60 min

Lash lift + tint

75 min

Brow lamination

45 min

Deep tissue massage

60 min

Toggle a form pill. Flowesce emails the completion link on every new booking for that service.

  • Clients on a standing series fill it once.

    A client with a 10-visit facial package gets the intake on the first booking. The next nine visits skip it.

  • Shared forms in a bundle send once.

    If two services in a bundle use the same intake form, the client gets one email, not two.

  • Mark a form required to stay on top of it.

    Required forms show a red incomplete badge on the appointment card. The booking still goes through. It is a reminder, not a roadblock.

  • Turn the email off for in-salon filling.

    Settings has a switch to stop the automatic email. Forms stay on the appointment card so staff can hand a tablet to the client at the door.

04/

Three buttons that match how the day actually goes.

Every incomplete form on an appointment shows three options. Resend link fires off the email again. Mark filled in person clears the badge when the client came in and signed on paper. Open form lets a staff member hand a salon tablet to the client and have them fill it on the spot.

Appointment detail

Booked
A

Adele K.

Hydrating facial · Wed 10:00am

Medical intake

Intake required

Red badge is awareness only. Booking and completion are never blocked.

05/

A flag on the card, never a locked door.

A required form that has not been filled shows a red badge on the appointment card. Booking is never blocked. Completion is never blocked. The salons that asked for this feature were clear: a gate that stops checkout at 9:55am when the client is already in the chair is the wrong tool.

Sent automatically after booking

Toadele.kowalski@example.com
Fromhello@mail.flowesce.com
ReComplete your intake form before Wednesday

Hi Adele, your booking for Hydrating facial on Wednesday at 10:00am is confirmed.

Before you arrive, please take two minutes to complete your intake form so your therapist has everything they need.

Complete your intake

flowesce.com/form/weg09ta5qpfk

Each booking gets its own one-time link. Click the refresh icon to watch a new token generate.

06/

More is coming.

The forms surface here covers the day-to-day needs of most salons. The next pass adds drawn signatures for touch devices, file uploads so clients can attach a photo or a document, conditional questions that only appear when the previous answer calls for them, and more triggers beyond the booking confirmation email.

Coming next

On the roadmap

Drawn signature on a touch screen

Sign with a finger or stylus on any tablet or phone.

File upload

Let clients attach a photo of their insurance card or a reference image.

Conditional questions

Show a follow-up question only when the previous answer warrants it.

More send triggers

Win-back forms, anniversary check-ins, forms sent before a series starts.

Hover a card to see what each one does. Hover away to collapse.

Common questions

Honest answers, including the ones we don't love.

Does typing your name actually count as a signature?

A typed name with a consent disclaimer and a timestamp holds up in most places where salons operate, including the US, UK, AU, SG, and EU. It is the legal floor, not the ceiling. If your regulator requires a drawn signature specifically, the workaround today is paper at the door plus Mark filled in person. A drawn-signature option for tablets is on the roadmap.

What if a client never fills the form?

The appointment card shows a red incomplete badge. The booking is not cancelled and the client is not chased again automatically after the first email. You can hit Resend link on the card or use Open form to let them fill it on a tablet when they arrive.

Can I export the answers?

Completed answers live on the appointment record and the client history. A full CSV export of form submissions is on the post-launch list. If you need it before that, every answer is in the database and Flowesce can pull the data for you.

Where is the signature stored?

The typed name, the timestamp, the client IP address, and the exact consent text are saved on the submission row. The submission stays linked to the client and the appointment. Nothing leaves your business.

Does the client have to fill the form again at the next visit?

It depends on how the appointment is structured. A new standalone appointment with the same service starts a fresh submission. A standing series or a bundle fills once and is done. You get a new fill request each time for one-off visits, and just one for repeat packages.

Fourteen days. No card.

Try Flowesce on a real Saturday.

No card required, no auto-charge at the end. If Flowesce isn't for you, export everything in one click and walk.